TCA
NVO

Transcend Capital Advisors’s Novo Nordisk NVO Stock Holding History

Transcend Capital Advisors’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$55.5K – 745
2025
Q3 		$55.5K Hold
1,000
– – ﹤0.01% 689
2025
Q2 		$69K Hold
1,000
– – 0.01% 609
2025
Q1 		$69.4K Buy
+1,000
New +$82.6K 0.01% 596

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Transcend Capital Advisors's NVO Position: Q4 2025 in Review

Transcend Capital Advisors sold out of Novo Nordisk (NVO) in Q4 2025, closing a stake of 2,851 shares — an estimated $158K sold.

Transcend Capital Advisors first reported a position in NVO in Q1 2023 and held it in 11 quarters. The position peaked at $538K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold NVO as of Q4 2025.

  • Transcend Capital Advisors reported no remaining Novo Nordisk position as of Q4 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 2,851 Novo Nordisk shares in Q4 2025, an estimated $158K.
  • Transcend Capital Advisors first reported a position in Novo Nordisk in Q1 2023 and held it in 11 quarters.
  • Transcend Capital Advisors's Novo Nordisk position peaked at $538K in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.